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Hedge Funds Similar to Atlas FRM

13F Portfolio OverlapQ1 2026Atlas FRM portfolio →
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Most similar hedge funds by 13F overlap

Atlas FRM LLC is an institutional investor managing $1.5B across 23 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Atlas FRM are Dayah, Tabor Asset ,, EVR Research, with shared positions in $ATR, $PKG, $BCC, $FND, $MHK, $BLDR. The full ranking of 10 similar funds is below.

#1Dayah Capital LLCActive
Some overlap · 3 shared positions
$ATR$PKG$BCC
$176M
36 positions
#2Tabor Asset Management, LPActive
Some overlap · 3 shared positions
$FND$MHK$BLDR
$249M
39 positions
#3EVR Research LPActive
Some overlap · 3 shared positions
$FND$MBC$WY
$250M
30 positions
#4Turtle Creek Asset Management Inc.Active
Some overlap · 3 shared positions
$FND$BLDR$WFG
$3.9B
40 positions
#5Oakum Bay Capital LLCActive
Slight overlap · 3 shared positions
$LGIH$RYN$WY
$187M
88 positions
#6CoreCommodity Management, LLCSmart money
Slight overlap · 3 shared positions
$HRL$RYN$WFG
$538M
119 positions
#7Perbak Capital Partners LLPPassive
Slight overlap · 3 shared positions
$SLGN$PKG$IP
$406M
294 positions
#8Concentric Capital Strategies, LPActive
Slight overlap · 3 shared positions
$PKG$ATR$BCC
$1.2B
312 positions
#9REDWOOD CAPITAL MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$MBC$AMWD$MERC
$674M
22 positions
#10Apollo Management Holdings, L.P.Active
Slight overlap · 3 shared positions
$MHK$BLDR$MBC
$7.6B
86 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.